Past Events
Breakfast Meeting – Successful Exits: Stories Told by Owners with Experience – Friday, February 3, 2012
[ February 3, 2012; 7:30 am to 9:30 am. ] Join your colleagues at a joint breakfast meeting with the Connecticut Chapters of the Exit Planning Exchange (XPX) and the Association for Corporate Growth (ACG).
Panelists will share stories of best practices and lessons learned in navigating one or more exits from businesses they built. They will discuss valuable feedback to advisors as to what works and what [...]
Evening of New Year Networking – Wednesday, January 11, 2012
[ January 11, 2012; 4:30 pm to 6:30 pm. ] Join your exit planning colleagues for an evening of networking in New Haven. To kick off the New Year, we’ve asked our newest board member, Jim Malski of Next Level Strategies, to lead a brief session (15-20 minutes) on practical strategies to take back control of your time and increase your focus; so that, you [...]
Breakfast Meeting – Taxation and Your Transaction – Tuesday, November 15, 2011
[ November 15, 2011; 7:30 am to 9:00 am. ] Uncle Sam ways in on the deal. Federal and State taxes must be planned for and paid but what are some of the pitfalls. Join taxation expert’s Jay Rasmus, Accountant, Mahoney Sabol & Company, LLP and Vince Liberti, Attorney, Halloran and Sage as they describe some scenarios they have seen.
Connecticut Business News Journal news release [...]
Family Dynamics in Business Succession and Exit Planning – October 13, 2011
[ October 13, 2011; 4:30 pm to 7:00 pm. ] Join us at Wiggin and Dana’s Stamford office for a panel discussion about family dynamics. Family dynamics plays a crucial role in successful family business succession and exit planning. This panel discussion, involving participants from Genspring and Wiggin and Dana, will discuss the importance of advisors understanding family dynamics in the context of family business succession [...]
Breakfast Meeting – “DEMYSTIFYING” EMPLOYEE STOCK OWNERSHIP PLANS – September 8, 2011
[ September 8, 2011; 7:30 am to 9:30 am. ] Closely held business owners have limited transfer possibilities when looking to monetize some or all of the value in their business. Selling a business to an outside party is not always viable or the best alternative. Factors such as valuation, entity structure, taxation and lack of a credible buyer create significant obstacles for the business [...]
Outdoor Summer Evening of Networking – RESCHEDULED TO Tuesday, September 13, 2011
[ September 13, 2011; 5:30 pm to 7:30 pm. ] RESCHEDULED TO TUESDAY, SEPTEMBER 13th.
Join your colleagues for an evening of networking outside on the Withers Bergman dock on Greenwich Harbor. The evening will include public speaking coach Debbie Fay who debunks the myths and illuminates the realities of what makes confident compelling change-making presenters and presentations, the kind who deliver presentations that get results.
Debbie Fay is the [...]
Breakfast Meeting – Common Pitfalls Encountered in the Due Diligence Process – June 15, 2011
[ June 15, 2011; 7:30 am to 9:30 am. ] Click below to view the presentations.
Scott Trenholm, CCR LLP
John Lawrence, Shipman & Goodwin LLP
The due diligence process can be difficult, stressful and fraught with many obstacles on both the buy side and sell side of a business sale. Common pitfalls that lead to failed mergers and acquisitions often times are initiated from legal, accounting or other [...]
Breakfast Meeting – Succession Planning for Business Continuity – May 25, 2011
[ May 25, 2011; 7:30 am to 9:00 am. ] The 2010 Tax Relief Act provides business owners with an extraordinary opportunity to significantly reduce confiscatory gift, estate and generation-skipping transfer taxes and allow substantial wealth to pass to family and friends, free of transfer taxes. This session will address the business succession and continuity planning opportunities presented in the current tax climate, and also [...]
Breakfast Meeting – Family Dynamics: Managing a Difficult Business Transition – April 26, 2011
[ April 26, 2011; 7:30 am to 9:00 am. ] Join your colleagues for a case study in three parts focusing on a family-owned business in transition featuring a reluctant/incapacitated father and feuding children. Mike Camerota (Touchstone Advisors) will play the role of the consultant, John Lawrence (Shipman & Goodwin) and Robin Bienemann (Crimson Rook, LLC) will play the father and daughter roles, and Paul Sessions (Director, Center for [...]
March 3, 2011 Breakfast Meeting: 2011 Exit Environment for Closely-Held Businesses: Opportunity. . .and Continuing Risk
[ March 3, 2011; 7:30 am to 9:00 am. ] Come join XPX CT for a discussion of what 2011 holds in store for closely-held business owners evaluating exit opportunities. As the year dawns, a tentative economic recovery seems to be taking hold, and advisors to business owners can find reason for optimism in recent M&A trends and compromises on tax policy. But the picture [...]
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